How to integrate Metabase with Authorize.Net Data

Metabase is an open source data visualization tool that allows users to create interactive dashboards. When paired with CData Connect AI, users can easily create visualizations and dashboards linked to live Authorize.Net data. This article describes how to connect to Authorize.Net and build a simple visualization using Authorize.Net data.

CData Connect provides a pure cloud-to-cloud interface for Authorize.Net, allowing you to easily integrate with live Authorize.Net data in Metabase — without replicating the data. Connect looks exactly like a SQL Server database to Metabase and uses optimized data processing out of the box to push all supported SQL operations (filters, JOINs, etc) directly to Authorize.Net, leveraging server-side processing to quickly return Authorize.Net data.

Configure Authorize.Net Connectivity for Metabase

Connectivity to Authorize.Net from Metabase is made possible through CData Connect AI. To work with Authorize.Net data from Metabase, we start by creating and configuring a Authorize.Net connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Authorize.Net" from the Add Connection panel

3. Enter the necessary authentication properties to connect to Authorize.Net.

   You can obtain the necessary connection properties on the Security Settings -> General Settings page after logging into your Merchant Account.

   • UseSandbox: The Authorize.Net API to be used to process transactions. If you are using a production account, this property can be left blank. If you are using a developer test account, set this to 'TRUE'.
   • LoginID: The API login Id associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions. Note that this value is not the same as the login Id that you use to log in to the Merchant Interface.
   • TransactionKey: The transaction key associated with your payment gateway account. This property is used to authenticate that you are authorized to submit website transactions.
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Authorize.Net Connection page and update the User-based permissions.

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create.
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Authorize.Net data from Metabase.

Connect to CData Connect AI from Metabase

After creating the connection in Connect AI, navigate to your Metabase instance. Use the SQL Server interface to connect to Connect AI.

1. Navigate to the administration screen (Settings -> Admin) and click "Add Database" from the "Databases" tab
2. Configure the connection to Connect AI and click "Save"
   • Database type: Select "SQL Server"
   • Name: Name the connection (e.g. "Authorize.Net (Connect AI)")
   • Host: tds.cdata.com
   • Port: 14333
   • Database name: The name of the connection you just created (e.g. AuthorizeNet1)
   • Username: A Connect AI username (e.g. [email protected])
   • Password: The PAT previously created
   • Click to Use a secure connection (SSL)
   

Execute Authorize.Net Data with Metabase

Once you configure the connection to Connect AI, you can query Authorize.Net and build visualizations.

1. Use the "Write SQL" tool to retrieve the Authorize.Net data
2. Write a SQL query based on the Authorize.Net connection in CData Connect AI, e.g.
   
   

   SELECT MarketType, TotalCharge FROM SettledBatchList

   
3. Navigate to the "Visualization" screen, choose a visualization, and configure the visualization

More Information & Free Trial

At this point, you have built a simple visualization from Authorize.Net data in Metabase. You can continue to work with live Authorize.Net data in Metabase just like you would any SQL Server database. For more information on creating a live connection to Authorize.Net (and more than 100 other data sources), visit the Connect AI page. Sign up for a free trial and start working with live Authorize.Net data in Metabase today.